Archive for the ‘Dynamics 365’ category

Microsoft Ignite agenda insights to the future road map

August 14th, 2018

Microsoft recently published the session list for its annual Ignite IT Pro conference happening at the end of the September. Alook at the topcis gives a clue to its roadmap. There sessionson on the next version of SQL Server. Surface Hub 2 and Surface Go with LTE, Intune and Windows Autopilot, Windows Server 2019. New Remote Desktop services.

Last year, Microsoft used Ignite to highlight AI, intelligent edge and its futuristic quantum-computing technologies but overall the listed sessions, look more down to earth. There are two mixed-reality sessions — including “Visio Immersive,” Almost 100 listed sessions touch on AI . At Inspire Microsoft told partners the “AI Accelerate Kit”would be coming in October and include AI use cases, best practices and “Ethical AI” guidance so that seems lilley to be included.

At Ignite Microsoft will again focus on Microsoft 365,- the bundle of Windows 10, Office 365 and Intune security/management technologies.

Expect to a lot of Dynamics 365 CRM and ERP content — because October is when the next feature update will arrive for the suite of Dynamics products.

There seems to be more developer content: . ASP.NET, Visual Studio Code and Visual Studio 2017, Node.js, and sessions on linux and Docket containers, Progressive Web Apps and MSIX, the new Windows 10 application-packaging technology Microsoft is rolling out.

There are 115 sessions listed for SQL Server /Azure SQL. Mayeb we will get an insight into the successor to SQL Server 2017 — codenamed “Aris,” which is currently in private Community Technology Preview testing.

Microsoft wil lalso show the new the Surface Hub 2 and Surface Go.

Expect Windows Server 2019, Microsoft’s next major release of Windows Server, to be a hot topic -it’s due to start roll out before year end.

https://www.microsoft.com/en-us/ignite

https://www.microsoft.com/en-us/ignite/faq

September 24–28, 2018 | Orlando, Florida

Dynamics 365 October 2018 release – many new features

August 4th, 2018

What to expect from the Dynamics 365 October 2018 release is set out in a 250 plus page document. The coming October update includes more than a hundred incremental updates to: the core Dynamics, Sales, Marketing, Customer Service, Portals, Omni-channel Engagement Hub, Field Service, Project Service, Social Engagement, Finance and Operations, Talent, Retail, and Business Central products and services.

The new Dynamics 365 AI for Sales app, will help sales teams to use technologies, such as call sentiment analysis and warnings about deals being at risk, to take proactive actions. This app will be in public preview as of October 2018.

Expect to see a more tightly integrated Dynamics 365 with Microsoft Teams, SharePoint, LinkedIn, Microsoft Stream video platform, Azure, Azure IoT Central, Outlook together with relationship analytics and predictive lead scoring also in public preview as of October.

Finance and Operations (Dynamics AX, ERP) each feature listed below will be released with general availability
Financial
• Dual currency
• View settlement transactions
• Global number sequences
• Vendor and customer approvals for specific fields
• Data entry dimension values
• Consistent validation actions
• IBAN number validation
• Change cash discounts
• Automatic ledger settlements
• Reverse journal posting
• On-hand inventory report performance
• Simplification through configurable templates
• Enterprise credit management
• Revenue recognition

Operations
• Master planning performance improvements
• Consolidation of planned orders during parallel firming
• Sealed bidding
• Unit of measure
• Public sector enhancements

Globalization
• Russian localization
• Globalization – enhanced configurability
• Regulatory Services, Configuration service
Platform Updates
• Usability and productivity updates
• Personalization improvements
• Additional demo data
• Data resident subscriptions
• Supportability rules
• Test automation support
• Troubleshooting for the document routing agent
• Upgrade automation
• On-premises deployment
• Manage batch jobs

Integration
• Integration with Field Service: Inventory and Projects
• Extend analytical workspaces by mashing up external data with Power BI

Analytics
• BYOD (Public Preview)
• Edit analytical workspaces
• Pin Power BI dashboards to workspaces
• Real-time embedded Power BI Reports

Lifecycle Services
• Dynamics Translation Services API (Public Preview)

Microsoft continues to emphasize the applicability of its HoloLens augmented reality goggles with the company’s business applications. The October 2018 update will feautre integration with Remote Assist, Microsoft’s new hands-free video calling, and Microsoft Layout, which allows space planners to design their spaces.

The Common Data Service, which is part of its “Power Platform,” will also be updated with the October 2018 release.

Vendor collaboration Dynamics 365 Finance and Operations – ask Synergy Software Systems

July 23rd, 2018

Vendor collaboration is a process where you, as a company, grant the access to your vendors in order to perform the following:
•review, accept, and reject request for quotations (RFQs)
•review, accept, reject, accept with the changes purchase orders (POs)
•perform vendor invoicing
•work with consignment stock

Since Microsoft Dynamics 365 for Finance and Operations is web-based application, you can easily allow vendors work directly in the Microsoft Dynamics 365 for Finance and Operations without need for EDI. It lets vendors work with purchase orders (POs), invoices, consignment inventory information, and requests for quotation (RFQs), and also lets them access parts of their vendor master data. The video and graphic explain the initial, on-boarding process.

The Vendor Collaboration features allow a vendor contact to have access to the D365FOE environment for specific workspaces, to support review and feedback on POs. That feedback is visible to the internal user(s) to further process. A record is retained in D365FOE for all Vendor Collaboration actions for audit and vendor performance evaluations.

Dynamics 365 for Finance and Operations the Optimization advisor

July 9th, 2018

One of the key features D365 uses to help users with task automation and keeping up productivity levels is the Optimization Advisor. When a business process is not able to produce the required performance, companies usually have to involve users, internal consultants, implementation partners or even write up incidents and ask vendors for support. This can cause a lot of chaos and disparate solutions. Incorrect configuration and setup of a module can lead to reduced functionality within Finance and Operations, as well as slower system performance and incomplete business process workflows.

https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/sysadmin/optimization-advisor-overview

The quality of business data (for example, the correctness, completeness, and cleanliness of the data) also affects system performance, and an organization’s decision-making capabilities, productivity, and so on.

The Optimization Advisors guides users by offering them opportunities to follow best practices and increase the quality of their workflows. It can suggest best practices for module configuration and identify business data that is obsolete or incorrect immediately. When violation of a rule within the system is detected, an optimization opportunity is shown on the user’s screen. The user can take corrective action directly from the Optimization Advisor workspace – it’s as simple as clicking one button. When an optimization action is taken, the system calculates the impact of the opportunity by estimating the reduction in the runtime of business processes.

To ensure maximum efficiency and operational excellence, the Optimization Advisor goes through the following processes:
• business process analysis
• search for optimization opportunities
• use of data composition
• quantification of opportunities
• solution recommendations

For some opportunities, when the recommended action is taken, the system can then calculate, and display in the Impact tab, the result of the optimisation in terms of the reduction in the runtime of business processes. If a corrective action doesn’t fully resolve the issue, the opportunity will be generated again the next time that rule is run. Opportunities can be hidden from a user’s list or the rule deactivated.
Optimisation opportunities can be company-specific or cross-company, and new rules can be coded to apply per legal entity or to the whole system

The current release of Dynamics 365 for Finance and Operations includes a new tool named the Optimization advisor. The Optimization advisor workspace suggests best practices for module configuration and identifies bad data. If you have customizations or ISV solutions in your environment, you can create additional rules for identifying configuration or data issues relative to the associated processes. The Optimization advisor will run periodically in the background and identify “opportunities” for optimization that you can “take action” on in the workspace.

Dynamics 365 recent news June 2018

June 14th, 2018

Microsoft is rolling out a new Support Center for Dynamics 365. It’s still in Preview (as of June 2018), but if you meet the Prerequisites then, you can check it out now! It’s really simple to navigate when you have the appropriate Office 365 role. After logging into Portal.office.com, just go to https://admin.dynamics.com to see the new support center. Once you’ve submitted a ticket, you can monitor open support issues from the same place, https://admin.dynamics.com

Dynamics 365 Spring 2018 release – updates and resources

On June 1st, Microsoft announced on their official Dynamics 365 Twitter channel (@MSFTDynamics365) that the Dynamics 365 Spring 2018 release notes are updated. Several changes were made to the Field Service, Social Engagement, Talent, Finance and Operations, PowerBI, Microsoft Flow and Data Integration sections of the Spring 2018 release notes.

This follows another series of updates announced on May 1st, so if you’ve read the Spring 2018 update notes upon their first release last April, there is now a lot of new information!

Information and links about the Dynamics 365 Spring 2018 release:
•Dynamics 365 Spring 2018 release page (with on-demand videos to learn more about the Dynamics 365 capabilities)
•Spring ’18 Release Overview page on the Microsoft website (includes link to download the release notes)
•Spring ’18 change history (to check everything that has changed since April)
•Dynamics 365 Spring 2018 release – documentation & readiness (for a few additional resources)
•Watch the Business Applications spring launch event on‑demand – for more information about Dynamics 365 Business Central

In the Microsoft Documents site, you will find information and a number of resources to help you understand how Dynamics supports GDPR and tools for customers to define and support their GDPR obligations.

Visit the site to access the following types of information:
•White papers
•Data Subject Requests
•Compliance Manager
•Webcasts
•Blogs
•eBooks
see https://blogs.microsoft.com/on-the-issues/2018/05/21/microsofts-commitment-to-gdpr-privacy-and-putting-customers-in-control-of-their-own-data/

Customer consent is major aspect of the regulations. It is important that you include relevant information in your marketing objects (like landing pages and email marketing message) that unambiguously informs your audience about the data you collect and the purpose of your processing. Your audience must have the option to give consent freely, make an informed decision, and be able to review, update, or revoke consent at any time.

Dynamics 365 for Marketing:
• Allows you to request, capture, and store consent
•Lets you design your marketing activities to respect the consent given by your audience

see this informative post https://blogs.technet.microsoft.com/lystavlen/2018/06/07/consent-management-in-dynamics-365-for-marketing/

Microsoft delivers new features and improvements to Dynamics 365 (online) through service updates that are periodically delivered to customers. They recommend you update to the latest major version when it becomes available. The update policy defines how customers move from one version to the next. Customers have the option to provide consent prior to updating their organization. Customers also have the choice to either take the updates as they become available or take only one update per year. If a customer chooses to take only one update per year, then this update is mandatory and the customer will be required to take the update during the available dates for that release.

In keeping with this policy, all organizations running version 8.1 (two versions behind the current version) will be upgraded to Dynamics 365 (online), version 9.0.2. The automatic update will take place during your normal maintenance window. So please ensure you plan for testing and any updates you need to make.

At the beginning of the year, Microsoft set out to bridge the gap between Dynamics 365 App for Outlook, the future of Dynamics 365 and Outlook integration, and the legacy Outlook add-in, Dynamics 365 for Outlook. The latest improvements to server-side synchronization and Dynamics 365 App for Outlook in Dynamics 365 (online) version 8.2,enable customers to track emails, appointments, and tasks in Outlook with a special “Tracked to Dynamics 365” Outlook category enabled through server-side synchronization. Assigning the category to an email, appointment, or task in Outlook will track the item to Dynamics 365. Category-based tracking via server-side synchronization is an opt-in experience. This is currently available on Dynamics 365 (online) version 8.2, with support for version 9.0 soon to follow.

Service Update 8 for Microsoft Dynamics 365 8.2.2 (online) is now available. Resolved issues include:
• Recurring Appointment occurrence is not updated correctly when synchronizing with Dynamics 365 for Outlook
• A user should able to Untrack an auto tracked email before email tagger processes the item
• Duplicate Detection triggers when SuppressDuplicateDetection parameter is set to true
• Views saved with Custom Filters do not respond to changes in filter criteria
• Generic SQL Error occurs while trying to perform an Offline Sync with the Dynamics 365 for Outlook
• Unable to filter Orders by Currency
• Associated View icon for Leads does not appear on an Account

The latest update to the Field Service and Project Service Automation solutions for Dynamics 365 version 9.0.x is now available

The Voice of the Customer app provides a new experience in survey and theme designing. The new survey designer provides a simple and intuitive experience to add, remove, and modify survey pages, sections, questions, and answers. see https://blogs.msdn.microsoft.com/crm/2018/05/23/whats-new-in-voice-of-the-customer-version-9-0-1162/

Microsoft Social Engagement 2018 Update 1.5 is now available. Social Engagement now shows attached images and videos in private messages on Facebook and direct messages on Twitter directly in the post list. Resolved issues include:
• Fixed an issue to ensure that private messages in any language are acquired by Social Engagement.
• Fixed an issue where private messages in Indonesian language were discarded due to wrong language mapping.
• Fixed an issue where the ‘Link to Dynamics 365’ filter didn’t have a tooltip, making it impossible in some languages to understand if a post from Social Engagement is or isn’t linked to Dynamics 365.
• Fixed an issue that prevented adding multiple Facebook pages as social profiles.

Microsoft Inspire is next month! It will be held in Las Vegas, Nevada, from July 15th to July 19th.

Ax 2009 mainstream support extended to Oct 2018. Ask Synergy Software Systems about your options.

May 28th, 2018

The original mainstream support deadline was April 10, 2018 for those who are still using Dynamics AX 2009. Microsoft has extended mainstream support for this version of Dynamics AX to October 9, 2018 when mainstream support for AX 2009, AX 2012, and AX 2012 R2 will all end.

So for the next five months, Microsoft will still release bug fixes and patches, third party applications will remain compatible, and Microsoft will still provide tech support. In addition, AX 2009 and Ax 2012 RTM and R2 users now have more time to plan their next steps for their ERP software.

If you plan to stay with Dynamics then ask how we can help you to upgrade your business from AX to Dynamics 365 Finance and Operations Enterprise.
If you can’t move this year then consider a health check to reduce risk and improve performance, and to advise what you need tp consider with regard to upgrade.

Contact Synergy Software Systems, the Dubai based Dynamics partner, today to discuss your Dynamics AX options. You have a little more time but the planning needs to start now. 0097143365589

Optimisation Advisor – boost your Dynamics 365 Finance and Operartions Enterprise performance

May 13th, 2018

The Optimization advisor workspace is a tool that assists power users, business analysts, functional consultants, and IT support functions to identify issues in Dynamics 365 Finance and Operations Enterprise that are related to module configuration and business data. The Optimization advisor suggests best practices for module configuration and identifies business data that is obsolete or incorrect.

If master data isn’t correct (for example, or if you have unit of measure conversions for units that haven’t been defined, or if you have unit of measure conversions that have a division by 0 [zero]), then an optimization opportunity is generated to suggest that you correct the data.

If you have too many batch job history entries, or obsolete items, or closed on-hand entries for warehouse enabled items, and so on, or if those entries and items are too old, then optimization opportunities are generated to suggest that you clean up the data to help improve overall system performance.

The Optimisation advisor works by periodically running a set of best practice rules, using telemetry to analyse business processes, and finding optimisation opportunities. Optimisation opportunities can be company-specific or cross-company, and new rules can be coded to apply per legal entity or to the whole system.

Yet another great feature with Dynamics 365 for more information contact your Dubai partner, Synergy Software Systems 00971 4 3365589

Embed Power Apps in Dynamics 365 Finance and Operations Workspaces

May 6th, 2018

Platform update 14 of D365 for Finance & Operations – the ‘Spring release’ included this great feature to embed Power Apps into your workspaces. The feature is available only in Dynamics 365 for Finance and Operations version 8.0 and for targeted users who have opted in to the Continuous Auto-update Advantage Program (CAAP) for platform updates

Publish your PowerApp on web.powerapps.com to get an App ID that can be found on the details tab of the PowerApp.
Log into D365, and navigate to the form where you want to embed the PowerApp. Select the button to insert a PowerApp and enter in the App ID. The input data for the PowerApp allows the user to select the field to map to the application from the drop-down list. Click Insert
Use it!

PowerApps are purpose-built apps you can build specifically for your business. You can either save time by using the many predefined templates or build an app from through a simple, drag-and-drop user interface. No coding required!

Design and build a business app from a canvas in Microsoft PowerApps without writing code in a traditional programming language such as C#. Design the app by dragging and dropping elements onto a canvas, just as you would design a slide in PowerPoint. Create Excel-like expressions for specifying logic and working with data. Build apps that integrate business data from a wide variety of Microsoft and third-party sources. Share your app so that users can run it in a browser or on a mobile device, and embed your app so that users can run it in SharePoint, Power BI, or Teams. If you don’t need a custom design and your data is in Common Data Service (CDS) for Apps, you can automatically generate a model-driven app from your business data and processes. This type of app can model forms, views, and other components, and the default UI automatically adjusts to phones, laptops, and other devices.

To capture data in a form, perform or for look-up data records, or scan barcodes, record GPS coordinates, get driving directions, capture a signature or route a document for approval all as part of a workflow, form your mobile devices use Power Apps.

Couple PowerApps with Microsoft Flow, to trigger Dynamics applications ( 200+ solutions are available already to natively connects with Flow )

Use Flow, to create end-to-end business processes that span multiple applications, while sending email notifications or approval requests to all interested internal or external parties .

Employees can access these PowerApps from any mobile device (iOS, Android, other) or fuse a webpage front end (HTML5).

https://docs.microsoft.com/en-us/dynamics365/unified-operations/fin-and-ops/get-started/embed-power-apps

Dynamics 365 Spring release and v9.2

April 23rd, 2018

We recently posted about Dynamics 365 Spring release and focused on Finance and Operations Enterprise features and enhancements.

Now lets look at the customer engagement apps. We now have the previously mentioned new Unified Interface framework and Customer Service Hub Dynamics 365 for Marketing

D365 for Marketing includes event management, email marketing and lead nurturing capabilities embedded within the Dynamics 365 user interface.

Dynamics 365 for Sales – Professional Licence. In addition to the functionality of the D365 for Sales Enterprise licence, Microsoft will offer a new streamlined licence at a lower price point for sales teams members only need lighter functionality. This new licence type restricts use of custom entities, workflows and forms and excludes some functionality including hierarchies, sales goals, social engagement and mobile offline sync.

Embedded Intelligence. Previously available as a preview feature (formerly called Relationship Insights),
• Relationship assistant helps sales users by letting them know when to: follow up on an email, answer a question, attend a meeting, follow-up with a neglected contact and much more. Alert cards are displayed throughout the application to provide relevant information for the context in which the user is currently working and uses data stored in Dynamics 365 and Exchange inbox and calendar.
• Auto capture with Outlook – analyses emails to find messages relevant to specific accounts and then tracks in Dynamics 365 with just one click
• Email engagement – insights from customer emails so sellers can prioritize the most receptive contacts.

Power BI Insights apps. Microsoft will release a series of embedded Power BI Insight apps tailored to specific business functions beginning with a previous release for Sales Insights. This is expected to include predictive lead scoring and relationship analytics to give a relationship health score calculated from emails and content exchanged, and frequency and level of customer interactions brought together from Dynamics 365, email and social networks.

New App Platform Capabilities

The application platform that sits underneath Dynamics 365 sees a significant change with this release. For Dynamics 365 v9, the legacy XRM framework behind Dynamics is npw merged with an updated version of Microsoft’s Common Data Service (CDS). This uses the same Dynamics code base and with backwards compatibility promised, there will be no obvious change, with existing Dynamics 365 apps continuing to work without any modification.
This means that the same platform that powers Dynamics 365 is also used by PowerApps, Office 365, Power BI and the Common Data Service – now renamed Common Data Service for Apps. CDS for Apps has a boost in functionality through server side logic, improved app building experiences and developer capabilities.

PowerApps. PowerApps together with the platform that powers Dynamics 365 lets you build an app and choose between a Canvas app (using a visual WYSIWYG editor) or a Model-driven app (driven by entities, their relationships & business processes). Both apps can access your data and logic in CDS for Apps.

In addition to server side logic, the latest app building capabilities include:
• Business Process Flows to model process stages and guide users through them
• Sophisticated security model providing row level security and model hierarchies
• Calculated fields that use server side logic to compute values in an entity

These new capabilities enable lightweight mobile apps to be quickly developed for field based staff to collect data and also to create new processes that will natively connect across Dynamics 365 and other Microsoft cloud services. PowerApps P2 now becomes the platform licence for users of stand-alone model driven apps. PowerApps P2 is included with the Dynamics 365 Customer Engagement Plan.

Common Data Service for Analytics. Another CDS for Analytics reduces the complexity of analysing data and extracting insights across standalone business apps and other sources. A new capability in Power BI, Common Data Service for Analytics enables organisations to integrate data from multiple sources and will provide teams with increased access to analytics across all the relevant tdata.

GDPR Microsoft states its Spring 18 release features a series of updates across Dynamics 365 products to address the requirements of the General Data Protection Regulation (GDPR). Visit the Microsoft Trust Center to find tools and auditing reports for managing cloud-data security and compliance within your organisation and to read more about what Microsoft is doing to help its customers comply with this regulation.
Use Microsoft Compliance Manager to get insights into your responsibilities for meeting compliance standards.

GDPR stands for General Data Protection Regulation effective from 18th May 2018 in Europe.
The primary objectives of the GDPR are to give citizens and residents back control of their personal data and to “simplify” the regulatory environment for international business by unifying the regulation within the EU.
As per the ICO, the UK’s independent body set up to uphold information rights, the GDPR applies to “controllers” and “processors”. The definitions of controllers and processes are broadly the same as those under the Data Protection Act. In short, the controller says how and why personal data is processed and the processor acts on the controller’s behalf.

If you are a processor, then the GDPR places specific legal obligations on you. For example, when you/ your organisation / your solution / your product maintains or stores records of personal data and includes processing activities, you will have significantly more legal liability if you are responsible for a breach. These obligations for processors are a new requirement under the GDPR and were not as such in the Data Protection Act (DPA).

For Microsoft Dynamics 365 CRM projects, this is a significant legal obligation. The majority, of Dynamics CRM projects include the storage, maintenance and processing of personal data and will most probably fall under GDPR rules if you have European operations, customers and vendors..

LinkedIn Sales Navigator Integration. Improvements to the integration between Dynamics 365 for Sales and LinkedIn Sales Navigator provides more detail about companies and LinkedIn members synchronised to Dynamics record forms and dashboard including profile pictures.

Web Portal . With the Spring Upgrade, portal search is now extended to knowledge article attachments increasing the likelihood of relevant search results.

Dynamics 365 – 9.0.2 Update. This month icrosoft will begin applying Update 9.0.2 to Dynamics 365 (Online), version 9.0 and higher. This update is focused on reliability and performance improvements as well as some new features. Any updates from version 8.x to version 9.0 are scheduled on or after April 2 will automatically get this update – no change of schedule is needed. For customers already running Dynamics 365 (Online) version 9.0.1 or higher, Microsoft begin deploying this update from April 7 through its normal deployment process. No customer action is needed to deploy this update.

Dynamics 365 Spring 2018 (v9.0.2) licensing guide:

https://mbs.microsoft.com/Files/public/365/Dynamics365LicensingGuide.pdf

April 9th, 2018

The newest update to Microsoft Dynamics 365 for Finance and Operation, now version 8.0 (specifically build number 8.0.30.8020).comes with release notes fthat run to 222 pages,

https://docs.microsoft.com/en-us/dynamics365/unified-operations/fin-and-ops/get-started/whats-new-changed-8-0-april-2018

The Dynamics technology platform now has easier integration from Dynamics 365 Enterprise to other Dynamics products such as : Dynamics Talent, Field Service and Project Service Automation.
In addirion to the Common Data Service (CDS) for Apps which includes templates that are easily configured rgere is also a new Data Integrator tool for Dynamics 365 Enterprise provides thtat makes it easier way to work with the Common Data Service .

Microsoft is leveragign the scalaeability and data mining powers of the clud to use Telemetry acorss ts products. We will now get knowledge-base (KB) recommendations that help Microsoft support to understand how well hotfixes have solved an issue and rhen to proactively push out hotfixes to customers. This proactuve approach will allow customers to spend less timesearching for hotfixes for solutions to problems that already have a published hotfix. after all isn’t that the job of the software author – to provide code that works and for support to fix it when it doesn’t? Aggod example of how Aiis alreaqdy changign things.

Previous posts have hgihglighted of Business Productivity Improvements. Let’s recap:

Alerts – As with Ax 2012 client-based alert functionalityis now availbale for a user to define alert rules on business events, such as when master data is changed or an invoice is paid or a customer changes an address.
Optimization advisor – Uses telemetry to analyze customers’ business processes, finds optimization opportunities,and uses application data to quantify the opportunities, and then recommends solutions.
Project timesheet mobile – Employeescreate and submit project timesheets. Out-of-box mobile app for submitting timesheet. Nnow we have saved favorites. We can also copy from a previous timesheet ffir mire raOid entry rapid, accurate time entry.
Project resource managers can edit the default hours as part of the project booking fulfillment process. Thhey can also now eserve project resources past the task end date
A Person search report – to find a person and their personal data in Finance and Operations.
Data sharing for customer and vendor tables – Data can be shared across customer and vendor tables and many related tables across multiple legal entities.
One voucher deprecation – One voucher is turned off by default, through a General ledger parameter.

Supply Chain Management Updates

Vendor collaboration – RFQ process – Enhancements to tell who entered a bid (a vendor or a procurement department).
Partial shipment of a load (split load) – Allows single loads or multiple loads to be fully or partially loaded.Immediate replenishment of locations – Used during wave execution wjen allocation fails for a location directive line that has a replenishment template.
Add Reason codes to warehouse counting and adjustment – Users can add a reason code when performing counts and when making an adjustment for better control and audit
Batch balancing is enabled for advanced warehouse module processes.
New Cost administration and Cost analysis Power BI workspaces/

Power apps
Ability to embed PowerBI and PowerApps directly in forms without writing code using a host control. User select in form from the menu bar.an option to add PowerApps

There are also improvements regarding Lifecycle Services and environment management. There is also a new channel to report production outage to escalate a support issue with Microsoft should your Production environment not be available. Financial reporting enhancemtns for (Management Reporter) is alo included.

Another important change is upgrade automation- to upgrade non-production environments.

Dynamics 365 Business Applications Spring 2018

April 3rd, 2018


Take a look into new PowerApps capabilities added during Business Applications Spring 2018 Launch

#Dyn365FO Spring 18 release

March 24th, 2018

The release is due out in April and brings many new features:

Business productivity
Alerts – Client-based alert functionality enables a user to define alert rules based on business events, such as when an invoice is paid or a customer changes an address.
Optimization advisor – Uses telemetry to analyze customers’ business processes, finds optimization opportunities, uses application data to quantify the opportunities, and then recommends solutions.
Project timesheet mobile - Employees can create and submit project timesheets. The use of saved favorites and the ability to copy from a previous timesheet facilitates rapid, accurate time entry.
Edit default project fulfillment hours – Project resource managers can edit the default hours as part of the project booking fulfillment process.
Reserve project resources past the task end date – Project resource managers can fulfill resources on tasks past the current task planned end date..
Person search report - You can find a person and their personal data in Finance and Operations.
Data sharing for customer and vendor tables –share Data across customer and vendor tables and related tables across multiple legal entities.
One voucher deprecation – One voucher is turned off by default, through a General ledger parameter.

Extensibility and customization
Customizations through extensions only - Migrating customizations from one release to the next has been simplified by moving away from over-layering to the use of extensions.
Extensibility requests - Customers can submit a request to Microsoft for extension support to be added to the product for a needed scenario. The Spring ’18 release enhances this feature by moving it to Lifecycle Services.
Extensible project work breakdown structure – Enables customization of the project work breakdown structure using extensions. This replaces the hierarchical grid control used for the project work breakdown structure with a standard grid that supports hierarchical data.
Embedding PowerApps in workspaces and forms – Use PowerApps to embed data from external sources into Finance and Operations data.
Custom fields - Organizations can add custom fields to tailor their application to their business requirements, using a no-code extensibility experience.

Integration
Integration with Common Data Service (CDS)
Integration with Dynamics 365 for Field Service - Provides data integration to support scenarios where Field Service activities are done outside Finance and Operations, leveraging the data integrator.
Integration with Dynamics 365 for Project Service Automation - Supports scenarios where project and resource management activities are done outside Finance and Operations, and the project accounting activities are done in Finance and Operations, leveraging the data integrator.
Integration with Dynamics 365 for Talent (Public Preview) – Provides data integration of the appropriate HR information into Finance and Operations.

Improved support experiences
Telemetry-based KB recommendation - Telemetry from a production environment can be used to identify the application hotfixes that apply to a tenant.
• KB recommendations when entering a support case - LCS provides telemetry-driven KB recommendations.
Report production outage – Provides a quick and effective channel to escalate issues to Microsoft Support if the services in a production environment are degraded or become unavailable.

Supply chain management
Vendor collaboration – RFQ process – Enhancements make it easy to tell who entered a bid (a vendor or a procurement department).
Partial shipment of a load (split load) - Allows single loads or multiple loads to be fully or partially loaded.
Immediate replenishment of locations – Used during wave execution if allocation fails for a location directive line that has a replenishment template.
Reason codes added to warehouse counting and adjustment – Users can add a reason code when performing counts and when making an adjustment.
Batch balancing enabled for advanced warehousing processes.
Analytical workspaces with embedded Power BI for Cost management – new Cost administration and Cost analysis workspaces

Globalization
India localization – project and upgrade – Users can manage India Goods and Services Tax (GST) for the Project management and accounting module, and AX 2012 customers can upgrade to Dynamics 365 for Finance and Operations.
Enhanced configurability - New features include import and testing scenarios, and also broader support for configurability without coding.
Translation Service - In addition to supporting user interface translation, Dynamics Translation Service (DTS) now supports documentation translation in Microsoft Word and HTML formats (.docx, .html). DTS features can also be accessed directly from various development environments by using the DTS API.
• Regulatory service – configuration (available at the end of April) – Regulatory service targets a no-code programming approach, allowing users to configure electronic reporting formats or tax rules rather than write code for them in the underlying application.
Integration

Servicing, performance, and deployment
Improved delivery of platform and financial reporting updates – Enhancements to how software updates are provided, to improve deployment time and the reliability of servicing.
Upgrade automation – Upgrade automation makes major version upgrades a self-service operation for the customer, using LCS for non-production environments.
Service hardening – Added service monitoring and alerting for core business processes, and improved form load performance of the most commonly used forms.
Lifecycle Services sandbox self-service automation and RDP lockdown.
On-premises deployment updates. Much awaited!

Compliance
General Data Protection Regulation (GDPR) – Investments address the European privacy law’s requirements. Go to the Trust Center to learn more and find resources to help you comply. See our previous posts on the importance of this new legislation.
Accessibility enhancements – Go to the Trust Center to learn about industry-leading accessibility standards.

Finance Insights: Credit and collections

Credit and collections insights provides analytics that help organizations effectively manage their credit and collections processes. It provides:
• Aggregate views of credit and collections across all designated companies.
• Data broken down by company, customer group, and customer.
• Credit overview report.
• Collections report.
• Credit and collections details for a variety of dimensions.
• Predictive analytics to help identify trends.

Lots lots more : Retail, cds, flow, Power bi etc

For more information contact your Dynamics 365 Dubai partner Synergy Software Systems 009714 3365589

Dynamics Finance and Operations Enterprise- new ahshtag for easier search #Dyn365FO

March 24th, 2018

#Dyn365FO. All content on docs.microsoft.com now has the hashtag

Dynamics 365 FO Enterprise 7.3 Vendor collaboration

March 19th, 2018

With the Fall release (Version 7.3), Dynamics 365 for Finance and Operations has much more to offer to automate vendor self-service and collaboration, specifically around the vendor user and organization onboarding aspects.

This video demonstrates the process of inviting and approving new vendors in an organization using Dynamics 365 for Operations. Additionally, you will learn how to use the vendor collaboration features.

Ask Synergy Software Systems – Dubai, Dynamics partner

Dynmaics 365 Finance and Operations Enterprise 7.2 platform 12 on-premise enhancements

March 19th, 2018

The much anticipated release of on-premises deployments of Dynamics 365 for Finance and Operations, Enterprise edition 7.2 with platform update 12 includes features that will enables you to keep your on-premises deployment up-to-date at cloud speed.

Major improvements in this release include:
• Apply Microsoft-released platform and application updates, and code customizations, to your environment post-deployment through Lifecycle Services (LCS) for on-premises customers.
• Infrastructure setup automation improvements that enable much faster setup for most common topologies.
• Optionally disable experiences that depend on internet connectivity on the client machine, even when the client is connected to the internet . To enable this via a simple configuration update from the application functionality, you must download KB 4091763 from LCS.

We also expect the release 7.3 and Data import/export framework (DIXF) for recurring integration support to be released soon.

As always, there may be some changes in the release schedule.